TKG Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,247
| Closed | -$3.2M | – | 111 |
|
|
2023
Q3 | $3.2M | Sell |
27,247
-316
| -1% | -$37.2K | 2.13% | 13 |
|
|
2023
Q2 | $2.96M | Sell |
27,563
-687
| -2% | -$73.7K | 1.92% | 18 |
|
|
2023
Q1 | $3.1M | Buy |
28,250
+2,177
| +8% | +$239K | 1.93% | 13 |
|
|
2022
Q4 | $2.88M | Buy |
+26,073
| New | +$2.88M | 1.89% | 15 |
|
|
2022
Q3 | – | Sell |
-33,027
| Closed | -$2.83M | – | 86 |
|
|
2022
Q2 | $2.83M | Buy |
33,027
+3,646
| +12% | +$312K | 2.43% | 11 |
|
|
2022
Q1 | $2.43M | Buy |
+29,381
| New | +$2.43M | 1.94% | 16 |
|